CEV

Eaton Vance California Municipal Income Trust
CEV

Overview Fund Activity

30 hedge funds and large institutions have $27.2M invested in Eaton Vance California Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$697K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.89M
3
SA
3
Sanctuary Advisors
Indiana
$328K
4
GC
4
Guggenheim Capital
Illinois
$694K
5
US Bancorp
5
US Bancorp
Minnesota
$207K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$102K
2
NWM
2
Napa Wealth Management
California
$273K
3
LSC
3
Logan Stone Capital
Illinois
$1.05M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$971K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$10.5M 962,212 – –
SIA
2
Sit Investment Associates
Minnesota
$4.27M 392,031 +16,275 +4%
AC
3
Almitas Capital
California
$1.93M 177,280 -2,687 -1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.89M 174,143 +47,514 +38%
LSC
5
Logan Stone Capital
Illinois
$1.05M 96,679 -28,194 -23%
Morgan Stanley
6
Morgan Stanley
New York
$971K 89,285 -14,332 -14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$697K 64,045 +50,109 +360%
GC
8
Guggenheim Capital
Illinois
$694K 63,820 +19,589 +44%
VCM
9
Vivaldi Capital Management
Illinois
$525K 48,288 +12 +0%
LPL Financial
10
LPL Financial
California
$471K 43,291 +18,121 +72%
AAM
11
Advisors Asset Management
Colorado
$454K 41,701 +9,970 +31%
UBS Group
12
UBS Group
Switzerland
$384K 35,315 +2,673 +8%
CWS
13
Cypress Wealth Services
California
$347K 31,915 +384 +1%
SA
14
Sanctuary Advisors
Indiana
$328K 31,685 +31,685 New
Wells Fargo
15
Wells Fargo
California
$285K 26,177 +2,899 +12%
NWM
16
Napa Wealth Management
California
$273K 25,129 -38,205 -60%
RJA
17
Raymond James & Associates
Florida
$251K 23,079 – –
RCM
18
Rivernorth Capital Management
Florida
$244K 22,390 +7,390 +49%
MWM
19
Melfa Wealth Management
Massachusetts
$225K 20,679 – –
FAT
20
First American Trust
California
$218K 20,000 – –
US Bancorp
21
US Bancorp
Minnesota
$207K 18,990 +18,990 New
Mariner
22
Mariner
Kansas
$198K 18,212 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$160K 14,727 +2,000 +16%
WANY
24
Wealthspire Advisors (New York)
New York
$157K 14,391 – –
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$136K 12,481 -5,400 -30%
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